What departments does CFA Society Boston have?

CFA Society Boston has employees across 5 departments including Operations, Information Technology, Education, Marketing, Program & Project Management.

What is the largest department at CFA Society Boston?

The largest department at CFA Society Boston is Information Technology with 2 employees.

Where are CFA Society Boston employees located globally?

CFA Society Boston has employees across 1 continents and 1 countries including United States Of America.

How has CFA Society Boston's team size changed over time?

CFA Society Boston's team has decreased from approximately 26 to 25 employees based on available data.

CFA Society Boston Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

CFA Society Boston is a professional association within the financial services sector, based in Boston, and it is a founding member of CFA Institute. It maintains a network of about 6,000 investment management professionals in the Greater Boston area. The organization’s mission focuses on upholding high ethical standards, supporting career development, and fostering fellowship among members for clients and the investing public.

It positions itself as a resource for career development, educational training, and access to advanced technology platforms for its members. In 2023, it partnered with the Boston Health Care for the Homeless Program to launch its first Holiday Sock Drive, illustrating its engagement with community initiatives.

CFA Society Boston Global Highlights

North America
35

United States Of America
35

CFA Society Boston's Leadership

J. W.
Chief Executive Officer
Mobile Phone
Email
R. R.
Chief Operating Officer
Mobile Phone
Email
T. L.
President
Mobile Phone
Email
C. B.
Director Of Member Technology & Engagement
Mobile Phone
Email
T. F.
Director Of Education And Events
Mobile Phone
Email
C. G.
Director Of Member Technology And Engagement
Mobile Phone
Email
L. S.
Marketing And Corporate Relations Manager
Mobile Phone
Email
T. S.
Commercial Manager
Mobile Phone
Email

CFA Society Boston Employee Metrics

100%

50%

0%

2026

2025

Banking
Education
Business
Entrepreneurship
Finance
Other
Program & Project Management

Contact profiles from CFA Society Boston

Name

Title

Contact Info

Location

Last Update

A. T.
Chair Of The Board Of Directors
Mobile Phone
Email
United StatesMassachusetts
May 04, 2026
E. J.
Committee Member
Mobile Phone
Email
United StatesMassachusetts
Mar 31, 2026
G. D.
Retired Marketing And Communications Professional
Mobile Phone
Email
United StatesMassachusetts
Feb 09, 2026
M. G.
Board Member
Mobile Phone
Email
United StatesMassachusetts
Jun 05, 2026
R. G.
Cfa Society Boston Financial Literacy Public Outreach Program Volunteer
Mobile Phone
Email
United StatesMassachusetts
May 29, 2026
S. J.
Member
Mobile Phone
Email
United States
Feb 09, 2026
W. S.
Mentor And Mentee
Mobile Phone
Email
United States
Feb 09, 2026
Z. Q.
Member
Mobile Phone
Email
United StatesVirginia
Jun 25, 2026
A. B.
Program And Membership Coordinator
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
J. L.
Financial Literacy Program Coordinator (part-Time)
Mobile Phone
Email
United StatesMassachusetts
Feb 09, 2026

Frequently Asked Questions

What is CFA Society Boston known for?

CFA Society Boston was founded in 1946 operates in the Financial Services industry. The company's main headquarters is located in 101 Federal Street Suite 502 Boston, Massachusetts 02110 United States. Explore CFA Society Boston's company overview page for more information.

What is CFA Society Boston's most common email format?

CFA Society Boston employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CFA Society Boston email formats with LeadIQ.

How many employees does CFA Society Boston have currently?

CFA Society Boston has approximately 27 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are CFA Society Boston's key employees and leadership?

As of June 2026, CFA Society Boston's key employees include:

Chief Executive Officer: J. W.
Chief Operating Officer: R. R.
President: T. L.
Director Of Member Technology & Engagement: C. B.
Director Of Education And Events: T. F.

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CFA Society Boston Employee Directory

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